Ross
Henry
Laird Norton Wealth Management
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About this Advisor
Ross Henry is a certified financial planner who lives in Seattle, Washington. Currently a registered investment advisor at Laird Norton Wealth Management, Henry has 14 years of experience as a financial advisor. Henry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Henry is able to work with clients based out of Washington. Henry has spent their entire career at Laird Norton Wealth Management. Laird Norton Wealth Management is located in Seattle, Washington. In total, Laird Norton Wealth Management manages $2 billion in assets throughout 1,409 client accounts and employs more than 77 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 1,140 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 66% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Laird Norton Wealth Management offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Laird Norton Wealth Management Brokerage Details
$1,770,127,036
77
1,409
$1,256,300
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Ross Henry Work History
Ross has 14 years of experience.
Laird Norton Wealth Management
Disclosures
Ross Henry has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Laird Norton Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
This content was compiled from the SEC and FINRA.